Heartbeat + Jotform

Assign prefilled forms in Jotform when new groups join in Heartbeat

Simplify your onboarding process with this efficient workflow! When a new member joins a group in your Heartbeat platform, this automation instantly assigns a prefilled form from Jotform to them. This not only saves you time and effort, but also ensures that new participants have necessary forms right at their fingertips upon joining. Perfect for streamlining communication and keeping track of important documents.

When this happens...
On Group Join
Triggers when a user joins a group.
TriggerInstant
automatically do this!
Assign Prefilled Form
Invite assignees to complete your pre-populated form
ActionWrite

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Supported triggers and actions

- Invitation Link
- Groups
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- GroupRequired
Trigger
Instant
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- Channel
- Trigger on Move?Required
Trigger
Instant
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- EmailsRequired
- GroupRequired
- Remove from sibling groups?Required
Action
Write

- Message (Plain Text)
- Message (Rich Text)
- Thread IDRequired
- Reply To
- User
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Receiving UserRequired
- Sending User
Action
Write

- NameRequired
- Description
- Members
- Parent Group
Action
Write
- GroupRequired
- EmailsRequired
Action
Write
- EmailRequired
Action
Search
- DocumentRequired
Trigger
Polling
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- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Course
Trigger
Instant
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- Event
- User TypeRequired
Trigger
Instant
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New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
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New User
Triggers when a new user joins your community.
Trigger
Instant
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- NameRequired
- Description
- Channel CategoryRequired
- PrivateRequired
Action
Write
- EmailRequired
Action
Write
- NameRequired
- Description
- Start TimeRequired
- DurationRequired
- LocationRequired
- Invited Users
- Invited Groups
Action
Write
- EmailsRequired
- InvitationRequired
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- ChannelRequired
- User
Action
Write
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write

About Heartbeat

Heartbeat is a platform for online communities, where members can talk with each other, read content, and attend events all in the same place.

Related categories

Communication

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more